Where to add members (and why)

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Zack demonstrates the process for adding members to your Trello boards and individual Trello cards for your overal post-production workflow. Knowing how to add members within your Trello workflow is important because it ensures that the correct team members receive the right messages and can communicate properly with other Trello team members.

- [Instructor] An especially useful feature in Trellois the ability to assign members to specific boards,cards, or entire teams.In the introductory chapter,I showed you the basics of how to add a member.But now I want to go deeperbecause the way to do so can be a little confusingat first glance so I'm gonna walk youthrough how you can add your membersto your projects and communicate properly with them.So on the topmost level, what you would dois you would add members to an entire team.So I'm gonna go back to the teamthat we created by clicking on Boards,going to Group A Editorial.

This is the home base for your team page.Going to Members, and remember,we added Rose to the entire team soyou can see that I'm the Admin because I created this.Rose is now a normal level member,but if I wanted her to have all the administrative access,I could go in and change her permissions to admin as well.And remember, any member that you add to the topmost levelof your team is going to have accessto every single board that you create.And if you create additional boardsafter you've added them as a member of your team,they're going to have the optionto always join those boards.

So think of them as having full access.They have the keys to the castle.So on the next level, if you don't want somebodyto have access to your entire team.So you'd go to your main boardand add them here, as I've done in the pastand anybody that's listed on your team levelis now going to be listed hereand can be added without you having to search for themin the Trello interface.So now I'm gonna add Rose on the board level,which means that she has access to everything happeningon this board and can be added to all of the cards.

And then once again,the third level would be adding them to individual cards.So I'm just gonna create a new test list,a new card, and just show one more time,in case you didn't see it in the earlier videosthat if you wanted to add a member to a specific card,you'd add the member here and again,everybody listed here is going to be on the board.If you have a team member that has not been addedto a board, they are not going to be listed hereunless you go down to this optionand now you can show all the other team members.

And if we had multiple team members that were addedto the team but I had not added them to the board yet,I can still add them to individual cardsif they were not members of the board.So this is where it can honestly get a little bit confusingwith the way that members work,which is why I wanted to walk youthrough this process one more time.So one further level that you can goto is actually changing the levelof commenting permissions that your members have.And to do so, you're gonna go to Show Menu,you're gonna to go to More,and you're going to choose Settingsand Commenting Permissions.

So what this means is that you can actually changethe ability that different members haveto be able to comment and discuss.You're gonna see that some of these are grayed outbecause some of them are only availableto business class members or availableto specific team members.But you can see I had the different optionsto disable the whole boardwhich basically makes this a view-only board,so people cannot comment.I can allow admins and normal members to comment.I can allow members and observers.I can allow team members or public members.So you can see that based on the type of accountthat you have, you have all kinds of different permissionsto allow the type of commentingthat you want to allow on your specific boards.

But in the free version,these are the options that are available,and I just wanted to make you aware of the factthat you can change the types of permissionsthat your members have.So now that you understand howto better assign your members to your projectsand help them communicate effectivelywithin your specific cards and tasks,the next lesson demonstrateshow to take your communicationto the next level using the slack integration.

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Author

Released

9/30/2016

Efficient project management and team communication are the keys to meeting the ever-shrinking deadlines of post-production. Trello is the perfect tool to coordinate editors, assistant editors, producers, vendors, and entire creative teams, whether located in the same physical space or scattered across the globe.

Trello for Video Post-Production is a hands-on learning experience in using Trello, Google Drive, and Slack to build your post-production project management system from the ground up—all the way from planning to the delivery of your final masters. This system can apply to scripted projects, unscripted, documentary, reality, and almost any other kind of project imaginable. Filmmaker and professional editor Zack Arnold shows how to create boards and add new cards, attach documents, share media, assign due dates, and link to several different cloud-based storage solutions like Google Drive and Dropbox. Each step of the process is broken down in detail so you understand how to use Trello to its fullest potential. With these tips, you can finally achieve the dream of a post-production workflow that minimizes busywork, paperwork, and email and maximizes your time to be creative.

Topics include:

Using the Trello interface and boards, lists, and cards

Creating teams in Trello

Attaching files to cards

Linking and filtering cards

Integrating with Google Drive and Slack

Organizing your boards, lists, and cards

Building your main board

Breaking scripts and stories into lists and cards

Managing revisions, specs, and deliverables

Organizing projects with multiple videos

Mapping your workflow

Skill Level Intermediate

3h 15m

Duration

71,428

Views

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Q: This course was updated on 01/23/2018. What changed?

A: We added one video describing four new powerful plugins for Trello: Trellists, Scrum for Trello, CardCounter for Trello, and Pro for Trello.